You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.
On the heels of the Tax Cuts and Jobs Act, and as the new year approaches, the IRS has published changes to contribution limits for the tax year 2019, reaffirming that change is inevitable. Understanding the changes made to tax laws as they happen should be an essential part of your tax planning strategies. Stableford Capital’s tax services can help prepare you to comply with the changes and maximize the benefits of your personal tax return or business tax preparation – it’s not what you make, it’s what you keep.
It is undeniable – your financial plan must include healthcare coverage, no matter which route you take. And although the ins and outs of Medicare and supplemental coverage may seem confusing, an experienced financial advisor can help you sort out the options and the best coverage for you.
As you are strategically planning for your family’s future or dealing with an unclear financial situation after a sudden loss, who you work with matters. While experience and knowledge are always paramount, in this particular situation, empathy is what to look for in a financial planner
